Jarvis Global Investments LLC

Arthur Jarvis is a financial advisor with Jarvis Global Investments LLC in Loveland, Ohio. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 20 years with his current firm. Jarvis Global Investments LLC provides discretionary investment management and non-investment consulting to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a bottom-up, core equity approach and invests primarily in ETFs, serving a diverse client base that includes both individual and institutional investors.

Austin Jarvis is a financial advisor with Jarvis Global Investments LLC in Loveland, Ohio. He holds a Series 65 designation and has six years of industry experience. Prior to his current role, he worked at Miami University from 2013 to 2019. Jarvis Global Investments LLC provides discretionary investment management and non-investment consulting to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a bottom-up, core equity approach with an emphasis on conservative valuation, dividend yield, growth prospects, and quality, managing approximately $46.8 million in discretionary assets as of December 31, 2024.

Katelyn Goepferich is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Jarvis Global Investments LLC since 2018 and has prior experience with the Ohio High School Athletic Association and the University of Cincinnati. Outside of finance, she has been involved with Peace Stamps since 2017. Jarvis Global Investments LLC provides discretionary investment management and consulting services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a bottom-up, core equity approach and manages approximately $46.8 million in assets, focusing on ETFs, fixed income, and alternative strategies.